Archive - Ivan Capital

OPRT Position closure (09-Mar-2025)

I’m closing the position in Oportun, because the case became less asymmetrical.

Mar 9 •

Ivan

1

April 2024

Hammond Manufacturing Update 05/04/2024

An update on gross margins, operating leverage, revenue mix, drivers, and capital allocation.

Apr 5, 2024 •

Ivan

2

March 2024

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